Indicating Courtesy Copy Recipients

On the Courtesy Copies tab, indicate the contacts who should receive courtesy copies of the meeting minutes. This contact information appears in meeting minutes reports for later reference.

To add a courtesy copy recipient

1. In the Meeting Minutes form, click the Courtesy Copies tab.
2. To add a new recipient, click New.

   A new row is added to the grid.

3. In the grid, enter the following information for each recipient:
• Company: The company of the attendee. For information on searching for a company record, see "Adding a Company to a Record".
• Contact: The contact for the attendee. For information on searching for a contact, see "Adding a Contact to a Record".
• Copies: The number of courtesy copies each person should receive.
• Location: A read-only field that displays the location for the contact when the contact is selected. This field is read-only.
• Notes: Enter any notes or comments, if any.
4. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also